Latest Institutional Transactions on American Centy ETF Tr Avantis (AVUS)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVUS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.1K- 1.12% |
$1.64M - $1.84M
|
1.6M
$164M
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.24KNew |
$203K - $227K
|
2.24K
$230K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-199- 0.38% |
$18K - $20.2K
|
51.7K
$5.3M
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
859New |
$77.9K - $87.2K
|
859
$88.1K
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.75K+ 18.36% |
$340K - $381K
|
24.2K
$2.48M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
45.8K+ 112.54% |
$4.16M - $4.65M
|
86.6K
$8.87M
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-4.1K- 9.32% |
$372K - $417K
|
39.9K
$4.09M
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
2.3KNew |
$209K - $234K
|
2.3K
$236K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
649K+ 151.94% |
$58.9M - $66M
|
1.08M
$110M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.8K+ 415.06% |
$1.43M - $1.6M
|
19.6K
$2.01M
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
2.64KNew |
$239K - $268K
|
2.64K
$271K
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
44+ 0.32% |
$3.99K - $4.47K
|
13.9K
$1.43M
|
|
May 09, 2025
Q1 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
3.3K+ 0.51% |
$299K - $335K
|
649K
$66.5M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-47.8K- 99.94% |
$4.33M - $4.85M
|
29
$2.97K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12New |
$1.09K - $1.22K
|
12
$1.23K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.8K+ 5.28% |
$981K - $1.1M
|
216K
$22.1M
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
24.6KNew |
$2.23M - $2.5M
|
24.6K
$2.52M
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
199K+ 386.45% |
$18M - $20.2M
|
250K
$25.7M
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-35- 0.41% |
$3.17K - $3.55K
|
8.5K
$872K
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
4.82KNew |
$437K - $489K
|
4.82K
$494K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
42.3K+ 5.09% |
$3.83M - $4.29M
|
872K
$89.5M
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-722- 11.42% |
$65.5K - $73.3K
|
5.6K
$574K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
157New |
$14.2K - $15.9K
|
157
$16.1K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-120K- 73.16% |
$10.9M - $12.2M
|
44.1K
$4.52M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-84- 0.78% |
$7.62K - $8.53K
|
10.6K
$1.09M
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
129KNew |
$11.7M - $13.1M
|
129K
$13.2M
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.54K- 6.59% |
$140K - $157K
|
21.9K
$2.24M
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.26K- 4.48% |
$114K - $127K
|
26.8K
$2.74M
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
5.02K+ 7.27% |
$455K - $509K
|
74K
$7.59M
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.32K- 37.25% |
$392K - $438K
|
7.27K
$745K
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.23KNew |
$384K - $430K
|
4.23K
$434K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3K+ 2.41% |
$272K - $305K
|
127K
$13.1M
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.7K- 8.47% |
$245K - $274K
|
29.2K
$2.99M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
727K+ 51.12% |
$66M - $73.9M
|
2.15M
$220M
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-4.82K- 2.44% |
$437K - $489K
|
192K
$19.7M
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
8.06K+ 1.31% |
$731K - $819K
|
622K
$63.8M
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-4.88K- 1.16% |
$443K - $496K
|
416K
$42.7M
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-1.09K- 2.22% |
$99.2K - $111K
|
48.2K
$4.94M
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
773+ 5.15% |
$70.1K - $78.5K
|
15.8K
$1.62M
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.69K+ 2.86% |
$244K - $273K
|
96.7K
$9.91M
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.28KNew |
$207K - $232K
|
2.28K
$234K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
146+ 9.75% |
$13.2K - $14.8K
|
1.64K
$168K
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-963- 18.97% |
$87.3K - $97.8K
|
4.11K
$422K
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-2.98K- 1.13% |
$270K - $302K
|
260K
$26.7M
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
24.9K+ 5.38% |
$2.26M - $2.53M
|
489K
$50.1M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
560+ 0.61% |
$50.8K - $56.9K
|
91.9K
$9.42M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.19K- 20.08% |
$834K - $934K
|
36.6K
$3.75M
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-944- 1.72% |
$85.6K - $95.9K
|
54.1K
$5.54M
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
403KNew |
$36.5M - $40.9M
|
403K
$41.3M
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-678- 6.37% |
$61.5K - $68.9K
|
9.97K
$1.02M
|